They had you fill out a 20 page form and then just sent you checks in the mail?
I have a 401k and Roth 401 k at Empower which I want to roll over to my Fidelity accounts. I was hoping that Fidelity would handle it for me.
"A month ago, I decided to rollover the remaining funds from Empower to my Vanguard IRA and Roth accounts. They emailed a 20 page form after I called them to start the process. I filled out the form with the Vanguard account numbers designating where each piece should go. Pre-tax and after-tax earnings went into the Rollover IRA. After-tax contributions went to the Roth. They sent me two checks that I electronically deposited with the Vanguard app.
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I have a 401k and Roth 401 k at Empower which I want to roll over to my Fidelity accounts. I was hoping that Fidelity would handle it for me.
"A month ago, I decided to rollover the remaining funds from Empower to my Vanguard IRA and Roth accounts. They emailed a 20 page form after I called them to start the process. I filled out the form with the Vanguard account numbers designating where each piece should go. Pre-tax and after-tax earnings went into the Rollover IRA. After-tax contributions went to the Roth. They sent me two checks that I electronically deposited with the Vanguard app.
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Statistics: Posted by Tracker968 — Fri Oct 03, 2025 4:32 pm — Replies 13 — Views 1083